Ongoing Advice and Support

Overview
Financial decisions are not made as a single step that will apply for the rest of your life. Plans need to be reviewed as circumstance and rules change.

What we do
At RI South East Qld, we want you to live more and worry less. This is why we have created a program of ongoing support to give you peace of mind and confidence that your financial affairs are in good hands.
Ultimately, through our ongoing care program we aim to:

• Streamline your finances to save you time, remove stress and provide contentment and peace of mind.
• Make your money work smarter for you and track your progress over time.
• Partner with you to achieve your lifestyle goals – life should be more than just survival!

We regularly meet with clients to discuss their need and objectives. These meetings review their current position and provide recommendations on strategies to maximize their financial position in the future.

Benefits
Through the reviews clients have peace of mind and confidence that their financial affairs are in good hands.